Where are the opportunities amidst slowing global growth?

Since the start of the year, global growth has been downgraded by 0.3%, and by 0.6% in the US alone. Unemployment in America has risen, but by a smaller amount compared to previous slowdowns. Consumers have kept the economy going over the past few years, but real personal consumption is now slowing. Job data has been subjected to well-publicised revisions, and the impact of tariffs is yet to be fully felt. Many companies have passed on new trade costs to customers, and there may be more coming. Europe has exited its post-pandemic stagflation, with inflation and interest rates falling, and...